Stocks, Bonds, and Investing

Looking for a good solid class in the basics of stocks, bonds, finance, and investing? Haven't the slightest clue how to prepare for retirement, pay for college, or even manage your personal finances? And do you wish you could do it all without having to pay a broker or a financial advisor? Well, look no further. This enjoyable class walks you through the fundamentals of investing. The course will not only teach you about the stock markets, 401k plans, and retirement, but it will also address personal financial issues that are often ignored, but essential to your success as an investor.

Each lesson explains these concepts in detail, so you understand how and why things work in the investment world. Provide yourself with the independence and confidence you will need to make your own investment decisions.

Lesson List:

• Lesson 1 - Overview of Class
  This first lesson introduces the course and helps you set up your investing game plan.
   
• Lesson 2 - The Theory and Importance of Investing
  You need to fully and fundamentally understand the theories, laws, and concepts that govern investing. Explore what gives money its value, how to increase that value, and more. Learn how this pertains to the three most important investments: retirement, education, and housing.
   
• Lesson 3 - First Things First
  Which investments should you make first? Would it be more beneficial to invest in an IRA or should you be thinking about college? Or might this perhaps be a good time for you to invest in rental property? This lesson explores all of the benefits and drawbacks of these options to help you decide.
• Lesson 4 - Stocks, Bonds and Mutual Funds - Part I
  Mutual funds, IRA accounts, 401k plans, and other investments are primarily composed of two simple building blocks: stocks and bonds. Learn all about stocks and bonds, what gives them value, how to look up their prices, and more.
   
• Lesson 5 - Stocks, Bonds and Mutual Funds - Part II
  Learning about stocks and bonds will bring you an understanding of a whole new set of securities and investments. Examples of these investments include mutual funds, options, ADRs, REITs, and more. This lesson focuses on different investments, how they work, why you might want to invest, and the pros and cons to investing.
   
• Lesson 6 - The Markets and Exchanges
  Where do you purchase said stocks, bonds, mutual funds, and other investments? This lesson covers all the major global markets and exchanges.
   
• Lesson 7 - Processes, Players and Operations
  Meet all the different people and institutions involved in trading and investing, such as brokers and traders and different types of brokerages from—traditional, discount, or online. 
   
• Lesson 8 - Trades and the Trading Process
  How are all these different stocks, bonds, and mutual funds traded? You will need an intricate understanding of the trading process, traders, brokers, and their incentives to know when you're getting a good deal. In this lesson, you will learn how to tell if you made a good trade or not.
   
• Lesson 9 - Retirement Programs
  Take a detailed look at the operations, contribution limits, and withdrawal requirements of IRAs, Roth IRAs, SEP Plans, 401ks, 403bs, 529 plans.
   
• Lesson 10 - Picking Stocks
  While investing in your 401k may be good for your long-term investment plan, sometimes risk is a good thing. In this lesson, you'll look at stock valuation and analysis and review the basics of calculated investment risks.
   
• Lesson 11 - Types and the Importance of Research
  Discover research techniques that you can use to analyze and pick stocks as well as valuation techniques used to price stocks.
   
• Lesson 12 - Researching Resources
  Look at a vast array of websites, publications, and other sources of information that will help guide your future investments.
   

Upon registering, you have six (6) weeks to complete the program.

Course Dates and Times

Course Hours: 24 Hours

This workshop is offered through our continuing education online partner.